CRM optimization

Advisors of Tomorrow, LLC is a Temecula, CA-based firm founded by Angel Perez, a former financial services professional. It builds AI-driven growth infrastructure for financial advisors and firms, designing systems that respond to leads instantly, qualify prospects, and book appointments automatically, plus lead generation and scaling systems.

AI automationautomated follow-upfunnel architecturelead qualificationstrategic market positioningworkflow design

Blue Sparq Marketing is a woman-owned, full-service and fractional marketing agency based in Minnesota, serving B2B and B2B2C companies across Minnesota and the U.S. Founded by Jen Roth, the agency combines AI-powered tools with human expertise to deliver marketing strategy, content, SEO, and HubSpot services. It is a HubSpot Solutions Partner offering onboarding, CRM optimization, inbound strategies, sales automation, analytics, and training.

AI Engine Optimizationanalytics and dashboardsbrand identitycontent marketingemail campaignsHubSpot consultingmarketing automationmarketing strategypaid digital advertisingsales automationSEOsocial media managementwebsite design and development

Elevyrix is an operations and IT consulting firm that helps small businesses, startups, and government agencies build scalable systems. It assesses existing operations, designs needed solutions, and implements systems supporting clarity, accountability, and growth, following a Discover, Design, Deploy approach.

AI and technology strategyfractional operations supportimplementation planningprocess improvement and redesignSalesforce administration and architectureworkflow automation